IRIS CRM Automated Chargeback Alert Worklist
Every morning, WebRun opens IRIS CRM, reads new chargebacks and retrieval requests, scores each by days remaining to respond, and posts a prioritized disputes worklist to Slack. For any chargeback with fewer than two days to deadline, it also sends an SMS alert via Twilio.
How do I automatically track and prioritize chargebacks each day?
WebRun checks IRIS CRM every morning for new chargebacks and retrieval requests, scores each case by days remaining to respond, and posts a prioritized worklist to Slack. Cases within two days of deadline also get an SMS via Twilio, so no dispute ever lapses unnoticed.
- No chargeback deadline is missed with daily Slack and SMS alerts
- Disputes are prioritized by urgency every morning without manual review
- Multi-processor chargeback data is consolidated in one daily digest
Built for payment ISOs · disputes teams · merchant services risk managers · ISO back-office
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
iriscrm.comin a real browser with your saved login - no setup, no API keys. -
1
IRIS CRM - read new chargebacks and retrievals
iriscrm.com
WebRun opens IRIS CRM to read new chargebacks and retrievals. - Open IRIS CRM and navigate to the chargeback and retrieval section
- Filter for cases opened or updated in the last 24 hours
- For each case, capture the merchant name, case ID, reason code, dispute amount, and response deadline
Done when All new and updated chargeback cases are listed with their deadlines.
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2
Slack - post prioritized disputes worklist
slack.com
WebRun opens Slack to post prioritized disputes worklist. - Post the worklist to the disputes channel, sorted by days remaining (most urgent first)
- Include merchant name, case ID, reason code, amount, and deadline for each item
- Tag the disputes team lead so the list is actioned promptly
Done when The disputes team has today's prioritized worklist in Slack.
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3
Twilio - send SMS for near-deadline cases
twilio.com
WebRun opens Twilio to send SMS for near-deadline cases. - For any case with two or fewer days until the response deadline, draft an SMS alert
- Include the case ID, merchant name, deadline date, and a note to respond urgently
- Send the SMS to the assigned disputes rep's mobile number on file
Done when Urgent near-deadline cases have been SMS-alerted to the assigned rep.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it file chargeback responses automatically?
No. WebRun only surfaces the worklist and sends deadline alerts. Filing the actual dispute response requires a human to review and submit it.
How does it decide what is urgent?
Any case with two or fewer days until the response deadline is flagged as urgent and triggers a Twilio SMS to the assigned rep, in addition to appearing at the top of the Slack worklist.
Can it handle chargebacks across multiple processors?
Yes. IRIS CRM consolidates chargeback data across all your processor integrations, and WebRun reads the combined view in a single run.
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